Your Practice, Your Rules,
Our Software.

A White-Label Accounting and File Share Solution
made by Accountants for Accountants

7 Minute Live Demo

Get a Better, Affordable Solution Created by Practicing Accountants

Experience Speed, Simplicity, and Performance with Virtually No Learning Curve

Reduce development time

The Future of Online Accounting is Here

  • The first accountant’s software with built-in file sharing for all documents, imbedded bank statement download, and digital financial statement reporting, all at no extra cost.
  • Sync bank(s) to automatic daily feeds in matter of seconds.
  • Transactions are automatically categorized with a unique time-saving tool.
  • Quickly review and edit the categorization of automatically balanced bank/credit card transactions.
  • Your accounting office controls if and what the client can access.
  • Sensible pricing, including unlimited staff users without extra cost, and unlimited client users without extra cost. No hidden fees or next year additional costs.
Reduce development time

Easily Share Information To and From Clients

  • You use bank level security to send financial reports, tax returns, any document to the client
  • Compliant with the Gramm-Leach-Bliley Act and with GAPP (Generally Accepted Privacy Principles)
  • Your client is automatically notified with an email you may edit
  • Notification service informs you when a client uploads a file
  • Your customized tutorial instructs your client how to easily upload files
  • Your client has unlimited data storage at no extra charge to you

Keeping it Simple

The Basic Package has all the features, and includes:

Unlimited Client Users
Unlimited Staff Users
Unlimited File Sharing and Storage
Digital Financial Statement Reporting
And more

Get Today’s Better Solution Made with AI
and the Experience of Practicing Accountants
At a Sensible Price



$37
per month
  • Unlimited Client Users
  • Unlimited Staff Users
  • Full Accounting Software Access
  • Unlimited File Sharing
  • Unlimited Cloud Storage
  • Digital Financial Reporting
  • Bank Statements
  • Customer Support, including Bank Connection Assistance
  • Client User Controls
  •  
  •  
  • Unlimited bank connections for
    4 clients
  •  
     
$87
per month
  • Unlimited Client Users
  • Unlimited Staff Users
  • Full Accounting Software Access
  • Unlimited File Sharing
  • Unlimited Cloud Storage
  • Digital Financial Reporting
  • Bank Statements
  • Customer Support, including Bank Connection Assistance
  • Client User Controls
  • Client Onboarding
  •  
  • Unlimited bank connections for
    5-10 clients
  •  
     
$147
per month
  • Unlimited Client Users
  • Unlimited Staff Users
  • Full Accounting Software Access
  • Unlimited File Sharing
  • Unlimited Cloud Storage
  • Digital Financial Reporting
  • Bank Statements
  • Customer Support, including Bank Connection Assistance
  • Client User Controls
  • Client Onboarding
  • Bank Connection Support with Client
  • Unlimited bank connections for
    11-15 clients
  • (over 15 'bank-connected' clients, call for special pricing)


Get in touch

Have a question? Please contact us today. We'd love to hear from you.

1.888.492.4595
support@recordsinrorder.com
530 Divisadero Street, Suite 770, San Francisco, CA 94117